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Heirloom Wealth Management’s D.R. Horton DHI Stock Holding History

Heirloom Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Buy
+1,978
New +$299K 0.05% 80

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heirloom Wealth Management's DHI Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in D.R. Horton (DHI) in Q1 2026: 1,978 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #80 among its holdings.

1,144 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Heirloom Wealth Management held 1,978 shares of D.R. Horton worth $271K as of Q1 2026.
  • D.R. Horton was a new Heirloom Wealth Management position in Q1 2026.
  • D.R. Horton made up 0.05% of Heirloom Wealth Management's portfolio in Q1 2026, its #80 holding.
  • 1,144 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.